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Employee Checklists

Use checklists to track your employees' progress as they complete the steps required for hiring, orientation, evaluations, termination, and more. All users can see this area of the HR Manager employee record.

Get Started

Set up checklists - Create the checklists you want to use with your employee records. See "Set Up Employee Checklists" for details.

How to Get Here

Select employee record > Checklist panel. See "View Employee Record" for details.

Use This Feature

View data - Click the arrow beside a checklist name to show/hide the questions associated with that checklist. All entries made to a checklist include the date the change was made.
Show inactive - Enable this option to include inactive checklists in the window. See "Set Up Employee Checklists" for details about toggling the active / inactive status of a checklist.

Show/hide example
Edit data - Expand a checklist to see all the available questions. Then click to check / uncheck questions as needed to indicate that the employee has completed this action. Today's date is automatically noted beside any question that you change.
Save - Any changes you make to this area of the employee record are saved immediately.